Showing 281–300 of 1,000 ranked alternatives.
The Bank of New York Mellon Corporation
Manage accounts and monitor investments easily.
The app allows BNY Wealth clients to manage and transact on consumer accounts and monitor investment accounts. It provides access to account details, statements, and fund transfers, along with banking features like bill pay and mobile check deposits.
Soffront Software, Inc
Manage accounts and contacts on the go.
The app allows users to manage accounts and contacts from a mobile device. Users can add new accounts, complete tasks, make calls, send messages, and update information.
Cerro Pacific Wealth Advisors LLC
View financial data and manage your portfolio
View financial dashboard for comprehensive overview. Access interactive portfolio reports with real-time investment data. Securely view documents from team. Use budgeting tools to manage expenses.
Syntec Business Systems, Inc.
Connect to salon data remotely now.
The app connects to Insight data for salon and spa businesses. Users can view schedules, book client appointments, and access company contact information remotely from an iOS device.
IDC Global,INC
Stay connected with clients on the go
Manage client interactions by viewing engagement with agent marketing. Register open house attendees and receive notifications for daily tasks, client birthdays, and home anniversaries. Track client activity and stay updated on real estate leads.
Lawmatics, Inc
View matters, search, and sort cases
Manage business matters by viewing, searching, and sorting cases. Review details and track progress. Access and update contact information. Create new contacts and maintain client communications.
rational design, inc
Share screen instantly with remote users
Show iPad or iPhone screen to remote users instantly. Share content via Phone Bridge for calls. Compatible with all browsers and devices. No setup required for quick meetings. Control screen sharing and end sessions remotely.
FINLOGIC TECHNOLOGIES INDIA PRIVATE LIMITED
Check transactions, updates, and client info.
The app provides users with mobile access to recent MF transactions, SIP updates, and client information. Users require a login ID and password from NJ Wealth Advisors Network Partner to access the application.
CREATIO EMEA LTD
Automate processes and customize workflows
Access business data and manage teams remotely. Automate workflows and customize user experience without coding. Orchestrate processes and synchronize with platform.
EZERX HEALTH TECH PRIVATE LIMITED
Track sales reps' locations and schedules
Sales leaders track field reps' locations, schedules, and client meeting notes. Sales reps receive daily schedules, meeting check-ins, and manager communication. Managers view meeting durations and discussion topics to monitor activities.
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